Always within your reach – mobile Bitrix24
19 September 2018next article
People in the modern world are no longer tied to their jobs, and business is confidently moving towards automation and improvement of work processes. An important element that must be considered when choosing a system for managing workflows is the mobile component. Bitrix24 application for mobile devices on iOS and Android helps to solve various tasks literally in motion - in the metro, in a cafe, at a meeting or in general, anywhere. The application contains only the most necessary functions: the ability to exchange information with colleagues and to be aware of what is happening in the company.
Not worse, than on the computer
After installing the application, you will see first of all the “Live tape”. It presents all the news, statuses of tasks and projects, messages, new comments, photos. On the panel you can find the index of the number of news that require an attention. In the feed, you can comment and like messages, add smiles, and mark the messages as “favorites”, then return to them quickly.
You can write a message from the program to the general portal feed, personally to a colleague or, if necessary, to the feed of a separate workgroup.
If you are a beginner, you want to find out "who's who" in the company, or you need to quickly find information about a colleague – you need only to find the Employees menu item and to watch the required information. To do this, enter the name of the employee or his position in the Search line. And, if necessary, the contacts with the portal can be synchronized with the address book of the mobile device. Also information about a particular person can be viewed in his personal profile, which includes compactly collected contact information (phone number, link to social pages) and other general data.
Follow the tasks
It is convenient to work with tasks in the mobile application, as well as in the browser. They can be created from a general category of tasks, or from the list of tasks (My, Help, Instructed). When you create a specific task, you can view its elements, edit, sort by criteria, determine the importance, roles for colleagues, delegate execution to one of them, and other important actions.
CRM in a pocket
The recognition of business cards is a new effective tool, which is added. In the CRM-Contacts section, you can quickly scan a business card and create a new contact - all fields are automatically recognized and entered in CRM as a new Contact or Company.
If you need to add another account in Bitrix24, you can do this in the menu after selecting the Change Account item. Also in the mobile application, you can delete the account from your mobile phone or change the authorization settings.
Besides, the updates of the Bitrix24 mobile application are regularly released, allowing to keep the system up-to-date and to work with the latest version of the software product without additional costs.
And even for readers who lack the dark color of the interface, there is remarkable news. There is now a button “Change the color scheme”, which switches the color of the program (although, to save the changes you need to reload the application). Therefore, do not forget about updates and use the mobile Bitrix24 application with benefit!
Proper use of Bitrix24 inevitably brings benefits to its owners, and this means the business development. Consequently it’s an increase in the load and the need for new CRM-system tools. This is a vicious circle, which is successfully expanded in the conditions of the on-premise version by updating the existing one or creating custom functionality. But if you have a cloud version, then over time in the cloud will become quite crowded.
Bitrix24 generates many documents, but the quote is the most important one. That's why everything here should run quickly, clearly and in semi-automated mode, so that your customers get the right information as quickly as possible. In this article, we'll look in detail at an example of an effective business process with a quote that Avivi specialists created for METAL PRO BUILDINGS, a construction company from Toronto, Ontario, Canada.
Updates of Bitrix24 are always eagerly awaited: for users it is a hope to get new effective tools. But for such experienced integrators as our employees, this is also a significant fear for the client's software. After all, updates are not always beneficial, and you need to be prepared for this and enlist the support of professionals. In the continuation, we will talk about the dangers.
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